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CFS TaxTools Review

CFS TaxTools
Our score: 6.8 User satisfaction: N/A
Logo of CFS TaxTools

What is CFS TaxTools?

CFS TaxTools is the flagship product of CFS Software, Inc. designed to help accounting professionals optimize their tax calculations for businesses — from organizing an indefinite amount of clients and preparators to importing data in print forms. Best of all, CFS TaxTools has a straightforward, intuitive design that aids users in swiftly preparing tax returns with ease, and a flexible pricing scheme that makes it suitable for users from all market tiers.

Aside from efficiently collating all necessary data for tax preparation, the printed output is presented in an organized and professional manner, thus helping users clearly illustrate their client’s tax calculations and boost their confidence on their returns. Using it, you will always be in absolute control of the financial health of your business.

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Overview of CFS TaxTools Benefits

CFS TaxTools allows accounting professionals to get access to a specialized program that features a breadth of worksheets, financial calculators, and worksheets for a low price, helping it stand apart from other solutions.

CFS TaxTools also values presentation in submitting tax returns to clients as it outputs worksheets in a presentable manner alongside the users’ firm names. Client information is also intuitively mapped directly onto forms, and this can be submitted in a PDF format to mail them. Forms placed in the PDF file appear exactly as they do in the software to ensure a well-designed presentation. CFS TaxTools can also generate an invoice when billing clients, thus eliminating additional work for users so they can allocate their time and effort on other endeavors.

Determining one’s filing status can be difficult, and CFS TaxTools eases this burden to help one determine the right filing status by answering a series of questions, and these are updated regularly whenever the tax laws change. For looking into the long-term, CFS TaxTools enables users to project tax calculations up to five years or five different scenarios including child tax, dependent care credits, and EIC.

For safekeeping and for a paperless workplace, CFS conveniently helps users store and retrieve client information on any storage device.

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Overview of CFS TaxTools Features

  • Vast catalogue of federal and state tax forms
  • Flowcharts to understand filing status
  • Financial calculators
  • Directly map client information on forms
  • Present tax returns with an invoice
  • Print worksheets with client’s name and user’s firm name
  • Database for clients and preparers
  • Easy data backup on any storage device
  • Email forms in PDF format
  • Import clients in multiple formats
  • Project tax calculations up to five years

CFS TaxTools Position In Our Categories

Knowing that companies have special business requirements, it is only practical they steer clear of selecting an all-encompassing, ”best” business application. Be that as it may, it is troublesome to try to chance on such a software product even among recognizable software systems. The best step to undertake can be to spell out the different important functions that require investigation including crucial features, packages, skill capability of the employees, business size, etc. The second step is, you must follow through your product research thoroughly. Browse through some CFS TaxTools reviews and check out the other software programs in your shortlist in detail. Such well-rounded research guarantee you steer clear of unsuitable apps and choose the system which includes all the function your company requires.

Position of CFS TaxTools in our main categories:

TOP 50

CFS TaxTools is one of the top 50 Tax Software products

If you are interested in CFS TaxTools it may also be a good idea to investigate other subcategories of Tax Software gathered in our database of SaaS software reviews.

There are trendy and widely used systems in each software category. But are they essentially the best fit for your enterprise’s unique wants? A popular software solution may have thousands of customers, but does it present what you require? For this reason, do not blindly invest in popular systems. Read at least a few CFS TaxTools Tax Software reviews and think about the elements that you desire in the software such as the cost, main tools, available integrations etc. Then, select a few solutions that fit your requirements. Try out the free trials of these apps, read online reviews, get information from the maker, and do your investigation thoroughly. This in-depth homework is certain to help you select the best software solution for your company’s special wants.

How Much Does CFS TaxTools Cost?

CFS TaxTools Pricing Plans:

Free Trial

TaxTool

$199

TaxTools Renewal

$179

TaxTools plus Network Upgrade

$374

TaxTools Network Upgrade Only

$175

TaxTools Renewal plus Network Upgrade

$354

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What are CFS TaxTools pricing details?

CFS TaxTools Pricing Plans:

Free Trial

TaxTool

$199

TaxTools Renewal

$179

TaxTools plus Network Upgrade

$374

TaxTools Network Upgrade Only

$175

TaxTools Renewal plus Network Upgrade

$354

CFS TaxTools is available to first-time users for $199, and renewing the license annually is possible at a discounted price of $179. One CFS TaxTools license is usable by multiple computers in one location under the same company name.

For companies operating in multiple locations, the vendor requires purchasing a program license for each area. Good news is that the company offers a multi-program discount.

Similarly, getting CFS TaxTools alongside a network update, which costs $374, allows users to utilize the software on multiple computers on a single LAN or Wan, and those running it on multiple locations can avail the network licenses at a discounted price. For those who already own the single user version, the TaxTools network upgrade costs $175. Meanwhile, renewing CFS TaxTools and its network upgrade costs $354.

Below are all the enterprise pricing details for CFS TaxTools:

  • TaxTool: $199
  • TaxTools Renewal: $179
  • TaxTools plus Network Upgrade: $374
  • TaxTools Network Upgrade Only: $175
  • TaxTools Renewal plus Network Upgrade: $354

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you choose to get a Tax Software it’s vital not only to find out how professionals rank it in their reviews, but also to discover whether the real users and businesses that bought this software are actually happy with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and CFS TaxTools reviews across a vast array of social media sites. The data is then displayed in an easy to understand format showing how many clients had positive and negative experience with CFS TaxTools. With that information at hand you should be equipped to make an informed business choice that you won’t regret.

Technical details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • One-time payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for CFS TaxTools?

No information available.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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